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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1626
Heritage Wealth Advisors
Virginia
$901K +$68.8K +351 +9%
YIA
1627
YHB Investment Advisors
Connecticut
$901K -$8.43K -43 -1%
PWP
1628
Phillips Wealth Planners
Mississippi
$899K +$422K +2,150 +127%
BB
1629
Berkshire Bank
Massachusetts
$897K +$27.1K +138 +4%
WC
1630
Whitney & Co
New York
$897K +$8.43K +43 +1%
WLPWM
1631
Walled Lake Planning & Wealth Management
Illinois
$894K +$41.2K +210 +5%
FB
1632
First Bancorp
Maine
$891K +$102K +522 +15%
AFWM
1633
AMJ Financial Wealth Management
Virginia
$889K +$789K +4,023 New
AWA
1634
Archvest Wealth Advisors
California
$889K +$424K +2,162 +116%
OFG
1635
Oxford Financial Group
Indiana
$889K -$55.1K -281 -7%
LA
1636
Legacy Advisors
Pennsylvania
$889K +$25.7K +131 +3%
FCM
1637
Firestone Capital Management
Florida
$887K +$44.3K +226 +6%
SC
1638
Stephens Consulting
Michigan
$885K +$588 +3 +0.1%
MFS
1639
Monetta Financial Services
Illinois
$884K +$784K +4,000 New
IP
1640
Investment Partners
Ohio
$883K -$8.63K -44 -1%
BPWM
1641
Badgley Phelps Wealth Managers
Washington
$883K +$367K +1,874 +88%
FWTB
1642
First Western Trust Bank
Colorado
$881K – – –
QWP
1643
Quotient Wealth Partners
Texas
$880K +$35.5K +181 +5%
SFSG
1644
Sound Financial Strategies Group
Mississippi
$880K +$9.02K +46 +1%
AI
1645
Accredited Investors
Minnesota
$879K -$18.2K -93 -2%
GJWM
1646
Gilliland Jeter Wealth Management
Arkansas
$877K -$19.4K -99 -2%
BCM
1647
BluePath Capital Management
Georgia
$874K -$94.9K -484 -11%
WAM
1648
Weatherly Asset Management
California
$872K -$44.9K -229 -5%
WDG
1649
Wealth Dimensions Group
Ohio
$869K -$6.47K -33 -0.8%
AP
1650
Appleton Partners
Massachusetts
$866K -$88.6K -452 -10%
64 65
66
67 68